Phyllis L Schoener Foundation is a 501(c)(3) organization based in San Antonio, Texas, registered in 2004, with $258,604 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$259K
▲ 13.0% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$239K
Net assets
$4.3M
Employees
—
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Phyllis L Schoener Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Phyllis L Schoener Foundation: 218 mo reserves · +8% margin earns a B+ on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Phyllis L Schoener Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Phyllis L Schoener Foundation: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue declined from $286K (FY2014) to $259K (FY2024) across 11 reported years.
Financial snapshot
Operating margin
7.8%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$4.3M
Total liabilities
$0
Net assets
$4.3M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $258,604▲13.0% | $238,507▼3.0% | $4,341,974▲0.5% | $4,341,974▲0.5% | 990PF |
| 2023 | $228,897▲29.0% | $245,810▼9.8% | $4,321,877▼0.5% | $4,321,877▼0.5% | 990PF |
| 2022 | $177,439▲441% | $272,464▲2.8% | $4,345,706▼2.4% | $4,345,706▼2.4% | 990PF |
| 2021 | -$51,985▼124% | $265,075▲4.3% | $4,452,866▼6.6% | $4,452,866▼6.6% | 990PF |
| 2020 | $220,318▲1001% | $254,259▼1.2% | $4,769,926▼0.7% | $4,769,926▼0.7% | 990PF |
| 2019 | -$24,451▼110% | $257,288▼2.3% | $4,803,867▼5.5% | $4,803,867▼5.5% | 990PF |
| 2018 | $235,881▲76.9% | $263,469▼1.6% | $5,085,606▼0.5% | $5,085,606▼0.5% | 990PF |
| 2017 | $133,327▼20.5% | $267,857▲0.4% | $5,113,194▼2.6% | $5,113,194▼2.6% | 990PF |
| 2016 | $167,684▼20.0% | $266,792▼5.5% | $5,247,724▼1.9% | $5,247,724▼1.9% | 990PF |
| 2015 | $209,528▼26.8% | $282,207▼2.2% | $5,346,832▼1.3% | $5,346,832▼1.3% | 990PF |
| 2014 | $286,260 | $288,551 | $5,419,511 | $5,419,511 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Data for Phyllis L Schoener Foundation (EIN 90-0197155) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.